Privacy & SMS Opt-Out Policy

Effective Date: January 1, 2025

At Rosetta Tax Service, we respect your privacy and are committed to protecting your personal information. This policy outlines how we collect, use, and safeguard your data, as well as how we manage SMS communications and opt-out requests.

1. Information We Collect

We may collect personal information from you in several ways, including but not limited to:

• Information you provide directly (e.g., name, address, phone number, email) when you schedule appointments or upload files.
• Communications data when you call, email, or text us.
• Website usage information through cookies or similar technologies (if applicable).

2. How We Use Your Information

We use the information we collect to:

• Provide tax preparation services, including filing and record-keeping.
• Communicate with you regarding appointments, deadlines, and other important updates.
• Send promotional or informational messages related to our services, with your consent.
• Maintain internal records and comply with legal obligations.

3. Data Sharing & Security

We do not sell or rent your personal information to third parties. We may share data with trusted partners or service providers (e.g., secure file upload platforms, SMS gateways) who assist us in delivering services, provided they adhere to strict confidentiality agreements. We implement reasonable security measures to protect your data from unauthorized access, alteration, disclosure, or destruction.

4. Cookies & Tracking Technologies

Our website may use “cookies” or similar technologies to improve user experience and analyze site traffic. You can modify your browser settings to decline cookies; however, this may affect certain functionalities of our website.

5. SMS Communication & Opt-Out Policy

By providing your mobile phone number, you consent to receive SMS (text) messages from Rosetta Tax Service. These messages may include appointment reminders, service updates, deadlines, or other relevant information.

a. Compliance & Consent

• TCPA & CTIA Compliance: We follow all requirements under the Telephone Consumer Protection Act (TCPA) and Cellular Telecommunications and Internet Association (CTIA) guidelines.
• Opt-In: You must give explicit consent (verbally, online, or via text) to receive promotional or transactional messages from us.
• Data Rates: Standard message and data rates may apply from your carrier.

b. Opting Out

• If you wish to stop receiving text messages from us, reply with STOP to any message.
• Once we receive your STOP request, we will send a confirmation text and immediately block any further SMS to that number.
• You may also request to opt out by contacting us directly (see “Contact Information” below).

c. Re-Opting In

• If you change your mind later, you can reply with START (or SUBSCRIBE) to the same number to resume receiving texts.
• Opt-out only applies to the specific number you’ve messaged. If you receive texts from a different Rosetta Tax Service number, you must opt out separately.

6. Your Rights & Choices

• Access & Correction: You may request to review or correct your personal information by contacting us.
• Opt-Out of Marketing: Beyond SMS, you can also opt out of promotional emails by following the unsubscribe instructions in those messages.
• Opt-Out of Cookies: You can disable cookies via your browser settings, although some features may become unavailable.

7. Changes to This Policy

We may update this Privacy & SMS Opt-Out Policy from time to time to reflect changes in our practices or for legal or regulatory reasons. Any changes will be posted on this page with an updated effective date.